Keshav Lohiya - etoro Popular Investor

Keshav Lohiya @KeshavLohiya

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

2014

2013

83.2%0%-83.2%

Return YTD 48.07%

Return 2Y 108.68%

Avg. Risk Score (last 7D)

Profitable Weeks 61.11%

Discussions

Keshav Lohiya

United Kingdom

Portfolio Update: Why I Opened a Position in $CKN.L (Clarkson PLC) (Clarkson PLC) Copiers & Followers, Last week, I added $CKN.L to our portfolio. Shipping and energy transportation have been major drivers of our historical outperformance, but managing cycle risk is everything. Here is why Clarkson... Show More

Keshav Lohiya

United Kingdom

Hi all, New month, but sticking with our usual conviction and fundamentals. It was a good August and we hope to continue to keep the momentum going in September and Q4. We pulled back from our YTD highs as $PYPL (PayPal Holdings) dropped 15% after the bid was reportedly dropped by Stripe. That removes... Show More

Keshav Lohiya

United Kingdom

18d

hi all, It was another good week for our portfolio as it hits fresh YTD highs. Q3 is shaping up to be a very good quarter. Thanks to all those who stuck around despite the Q2 drawdown. As we like to always say, every drawdown remains an opportunity. We didn't panic in the Q2 market selloff but tweaked... Show More

Keshav Lohiya

United Kingdom

27d

Hi everyone, Recently, I added Harbour Energy $HBR.L (Harbour Energy plc) to our portfolio.While retail markets often focus on headline crude price swings, institutional edge comes from identifying free cash flow inflection points and geographic diversification. Harbour Energy has transformed from... Show More

HBR.L

Harbour Energy plc

271.2000

7.2000 (2.73%)

Keshav Lohiya shared a post via Tautvydas Valatka

Lithuania

1mo

Thanks for the tag. Thanks for highlighting that my 12 month returns are #1 in this list.

Tautvydas Valatka

Lithuania

1mo

⭐ 𝐌𝐨𝐬𝐭-𝐂𝐨𝐩𝐢𝐞𝐝 𝐞𝐓𝐨𝐫𝐨 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 – 𝐉𝐮𝐥𝐲 𝟐𝟎𝟐𝟔 July was finely balanced in direction but anything but quiet in scale. Fourteen of the 25 investors finished the month in positive territory and 11 were negative. The median result was +1.32% and the unweighted average was just... Show More

Keshav Lohiya

United Kingdom

1mo

Hi all, We have a had a strong start to Q3. We are back above 40%+ YTD. Let’s start with what didn’t go well. I am annoyed that I didn’t pick up $META (Meta Platforms Inc) post earnings. I was a bit slow to analyse the earnings and the market rebounded too fast. Either way, we already have a substantial... Show More

Keshav Lohiya

United Kingdom

1mo

Hi all, a bad day for $META (Meta Platforms Inc) but a great day for $MSFT (Microsoft) post earnings. It was the right call to make Microsoft our largest holding. Going to analyse further on what to do next about Meta. However July is looking like a good month especially when compared to what is going... Show More

Keshav Lohiya

United Kingdom

2mo

Portfolio Update: The Value Thesis Behind Our $PYPL (PayPal Holdings) Position Our investment in PayPal ($PYPL) has drawn questions from followers who viewed the company as a legacy processor losing its competitive edge. However, our fundamental thesis was built on a classic margin of safety: the intrinsic... Show More

PYPL

PayPal Holdings

54.53

-0.4300 (-0.78%)

Keshav Lohiya

closed a $FRO buy position

United Kingdom

2mo

This continues to trade in a $35-$40 range for now

Not investment advice. The author may have financial interests in the mentioned instruments.

FRO

Frontline PLC

12.40%

Trade Story

Keshav Lohiya

United Kingdom

2mo

Being Right vs. Risk Management (Q3 Portfolio Update) In portfolio management, there is a massive difference between a right thesis and a right entry. In Q2, we positioned for an escalation in the Middle East and a breakdown in the US / Iran MOU. The market initially lagged, triggering a 10% drawdown... Show More

Keshav Lohiya
@KeshavLohiya

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About Keshav Lohiya
United Kingdom
Strategy: Value

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About Keshav Lohiya United Kingdom Strategy: Value

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About Keshav Lohiya
United Kingdom
Strategy: Value